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BOK Financial Private Wealth’s Shell SHEL Stock Holding History

BOK Financial Private Wealth’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$63.8K Sell
686
-500
-42% -$40.4K ﹤0.01% 249
2025
Q4 		$87.1K Hold
1,186
– – 0.01% 235
2025
Q3 		$84.8K Hold
1,186
– – 0.01% 217
2025
Q2 		$83.5K Sell
1,186
-417
-26% -$28K 0.01% 217
2025
Q1 		$118K Sell
1,603
-541
-25% -$36.4K 0.01% 199
2024
Q4 		$134K Sell
2,144
-310
-13% -$20.3K 0.01% 189
2024
Q3 		$162K Buy
2,454
+1,176
+92% +$83.3K 0.01% 179
2024
Q2 		$92.3K Buy
1,278
+2
+0.2% +$143 0.01% 211
2024
Q1 		$85.5K Buy
1,276
+3
+0.2% +$192 0.01% 215
2023
Q4 		$83.8K Buy
1,273
+232
+22% +$15.2K 0.01% 208
2023
Q3 		$67K Hold
1,041
– – 0.01% 208
2023
Q2 		$62.9K Hold
1,041
– – 0.01% 214
2023
Q1 		$59.9K Hold
1,041
– – ﹤0.01% 232
2022
Q4 		$59.3K Sell
1,041
-3,837
-79% -$212K ﹤0.01% 226
2022
Q3 		$243K Buy
4,878
+2,837
+139% +$146K 0.02% 158
2022
Q2 		$107K Buy
+2,041
New +$115K 0.01% 202

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BOK Financial Private Wealth's SHEL Position: Q1 2026 in Review

BOK Financial Private Wealth reduced its Shell (SHEL) stake by 42% in Q1 2026, selling an estimated $40.4K and leaving 686 shares worth $63.8K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

BOK Financial Private Wealth first reported a position in SHEL in Q2 2022 and has held it in 16 quarters since. The position peaked at $243K in Q3 2022. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • BOK Financial Private Wealth held 686 shares of Shell worth $63.8K as of Q1 2026.
  • BOK Financial Private Wealth sold 500 Shell shares in Q1 2026, an estimated $40.4K.
  • Shell made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #249 holding.
  • BOK Financial Private Wealth first reported a position in Shell in Q2 2022 and has held it in 16 quarters since.
  • BOK Financial Private Wealth's Shell position peaked at $243K in Q3 2022.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.